MAGELLAN - In The Know
 

MAGELLAN - In The Know

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’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.

Episodes

Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team

Tuesday Feb 22, 2022

Tuesday Feb 22, 2022

Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Magellan’s key investments stand to strengthen from such an environment? In this episode, key members of Magellan’s investment team put a spotlight on current macroeconomic issues and the outlook for two key sectors in our portfolio: payments and technology. Magellan Head of Macro and Portfolio Manager Arvid Streimann, Portfolio Manager Elisa Di Marco and Investment Analyst Adrian Lu are hosted by Key Account Manager Jennifer Herbert in this wide-ranging panel discussion.

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